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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$241K -$236K -7,923 -50%
BWM
27
BCGM Wealth Management
Indiana
$240K -$39.8K -1,339 -14%
CF
28
Centaurus Financial
California
$190K
HI
29
Harbour Investments
Wisconsin
$159K -$34.7K -1,166 -18%
JP Morgan Chase
30
JP Morgan Chase
New York
$110K -$146K -4,904 -57%
DFA
31
DHJJ Financial Advisors
Illinois
$51.6K
ECA
32
Elevated Capital Advisors
Utah
$6.6K -$2.5K -84 -28%
IA
33
IFG Advisory
Georgia
$5.69K +$5.56K +187 New
CTB
34
Country Trust Bank
Illinois
$4.08K +$3.98K +134 New
UBS Group
35
UBS Group
Switzerland
$2.74K -$7.41K -249 -73%
LAS
36
Lloyd Advisory Services
Georgia
$183 -$6.36K -214 -97%
FWM
37
FSR Wealth Management
Illinois
-$290K -10,493 Closed
SW
38
SMART Wealth
Nebraska
-$284K -10,293 Closed
FI
39
FWG Investments
Kentucky
-$283K -10,260 Closed
KPWS
40
Kestra Private Wealth Services
Texas
-$282K -10,230 Closed
FIA
41
Foundations Investment Advisors
Arizona
-$271K -9,831 Closed
Q1WB
42
Quest 10 Wealth Builders
Virginia
-$80.2K -2,906 Closed
KFG
43
Kingdom Financial Group
Arizona
-$6.07K -220 Closed
NA
44
Networth Advisors
Pennsylvania
-$5.71K -207 Closed
KCM
45
Key Capital Management
Tennessee
-$3.2K -116 Closed
DRP
46
Decker Retirement Planning
Utah
-$1.71K -62 Closed
US Bancorp
47
US Bancorp
Minnesota
-$248 -9 Closed